Experience

At my core, I love building things—whether it’s a trusted relationship or a resilient investment portfolio. I work best with clients who value partnership, insight, and clear thinking, and who want a thoughtful guide as they navigate important financial decisions. Together, we build more than financial plans and portfolios—we build clarity and confidence, so clients can move forward with power and purpose.

I bring more than three decades of experience in wealth management, working with high‑net‑worth individuals, business owners, senior executives, families, and foundations. I help clients navigate complexity and design long‑term strategies that reflect both their financial goals and their values.

In addition to my advisory practice, I have the pleasure of leading the Carmel Valley and Rancho Bernardo offices. Earlier in my career, I led advisory teams across the country and co‑managed a large‑cap growth mutual fund in New York—experience that continues to inform my disciplined, investment‑focused approach with clients today.

I earned my MBA from the UCLA Anderson School of Management and a BA in English and Political Science from UCLA. I hold the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® designations and am a member of the CFA Institute and the CFA Society of San Diego.

My husband, son, and I have called San Diego home since 2006, and we are the proud owners of a rescue dog. I have the honor of serving on the board of The Old Globe, and in my free time I enjoy painting, attending local plays, and listening to live music.